manage the changing face of life

Our Mission

your success is our only mission

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Our Team

Sean A. Lehmann

Managing Director

A senior member of The Sullivan Group, Sean re-introduced The Sullivan Group with partner Tom Sullivan in 1994. Prior to becoming an independent investment advisory firm, Sean was a managing partner with The Sullivan Group during its time at Morgan Stanley. The group was previously at Wachovia Securities where Sean served as a Director – Corporate & Executive Services and Portfolio Manager in the Sacramento office. Sean specializes in retirement income planning and works closely with families, professionals and business owners.

Sean has completed advanced training in portfolio management, comprehensive investment planning, corporate and institutional finance and trust management and has earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.

Sean volunteers his time with a number of charitable organizations and is responsible for the creation of several non-profits. He also serves as a Director of the Dana Point Yacht Club. Sean is a graduate of Florida Atlantic University in Boca Raton with a bachelor’s degree in International Relations/Political Science. Raised in New York and Florida, Sean moved to California with his wife Pamela and two children, while serving as a US Naval Aviator.

Allison Peterson

Financial Advisor

Allison joined The Sullivan Group as a Client Service Associate in 2007. Since joining the team, Allison has completed the required securities and insurance licensing examinations and currently serves as an Investment Advisor with The Sullivan Group.

In addition, Allison has completed a specialized educational program in professional divorce analysis and is a Certified Divorce Financial Analyst™ (CDFA™), trained to provide financial information and assistance to people going through a divorce. Allison evaluates the tax implications of dividing property and the financial impact of various settlement options for dividing marital property (including pensions) and child and spousal support payments.

A native of California, Allison grew up near the beautiful Sierra Nevada Mountains in Lake of the Pines. Today, Allison lives in Orange County with her son, Ethan, and operates primarily out of the Sullivan Group's Southern California location. She volunteers her time throughout the local community as an active member of the Monarch Beach Sunrise Rotary club, and also belongs to the Dana Point and Laguna Beach Chambers of Commerce.